Independent valuations for business transactions and on-going asset assessments.
CFGI offers a comprehensive suite of valuation services for mergers and acquisitions, financial reporting and tax compliance purposes. These services are designed to anticipate and address the needs of auditors, capital markets, the SEC, and the tax authorities. In our trademark highly-engaged and collaborative manner, CFGI develops a deep understanding of your business environment, internal systems and operational processes. This painstaking analysis leads to a customized assessment of your needs — and the development of a specialized approach to meet all audit and reporting requirements.
Business Combinations- Mergers, Acquisitions, Divestitures
Initial due diligence to analyze the methodologies, inputs and assumptions used by clients to create deal models and evaluate potential transactions.
Valuation of the key deal components, including Identifiable intangible assets, liabilities and contingent consideration, equity components and inventory.
Goodwill and Indefinitely-Lived Intangible Assets
Qualitative Step 0 assessment.
Valuation of indefinitely-lived intangible assets and reporting units for purposes of the impairment testing in accordance with ASC 350.
Long-Lived Assets Impairment Testing
Impairment testing under ASC 360.
- Asset group
- Primary assets
- Recoverability test
- Fair value assessment
Valuation of private companies’ equity securities for financial reporting and tax purposes
(ASC 718 and 409A).
Valuation of the portfolio companies and individual securities help by private equity funds in accordance with ASC 820.
Valuation for Tax Purposes
Legal entity valuation
Net operating loss limitations (IRC §382)
Intangible asset valuations (IRC §338/§1060)
Non-competition agreements (IRC §280[g]